John Rogers - Ariel Investments – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by John Rogers - Ariel Investments during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| OSW | 15,432,414 | $22.95 | Increased | 10.14% | 3.97% | $354.17M | 2026 Q1 |
| JLL | 1,024,277 | $304.32 | Increased | 14.67% | 3.49% | $311.71M | 2026 Q1 |
| NCLH | 14,661,579 | $18.7 | Increased | 2.16% | 3.07% | $274.17M | 2026 Q1 |
| PBH | 4,274,326 | $59.27 | Increased | 4.19% | 2.84% | $253.34M | 2026 Q1 |
| CRL | 1,444,183 | $172.5 | Increased | 1.15% | 2.79% | $249.12M | 2026 Q1 |
| LAZ | 5,826,289 | $42.48 | Increased | 10.00% | 2.77% | $247.5M | 2026 Q1 |
| ATGE | 1,931,284 | $115.25 | Increased | 1.77% | 2.49% | $222.58M | 2026 Q1 |
| BIO | 785,961 | $278.75 | Increased | 2.78% | 2.45% | $219.09M | 2026 Q1 |
| MIDD | 1,574,530 | $132.58 | Increased | 1.02% | 2.34% | $208.75M | 2026 Q1 |
| MAT | 13,567,083 | $14.53 | Increased | 8.26% | 2.21% | $197.13M | 2026 Q1 |
| CG | 3,981,757 | $48.39 | Increased | 0.80% | 2.16% | $192.68M | 2026 Q1 |
| GNTX | 8,342,402 | $21.85 | Increased | 5.73% | 2.04% | $182.28M | 2026 Q1 |
| SJM | 1,860,459 | $96.44 | Increased | 15.63% | 2.01% | $179.42M | 2026 Q1 |
| MHK | 1,744,678 | $98.46 | Increased | 1.67% | 1.92% | $171.78M | 2026 Q1 |
| ZBRA | 777,363 | $209.08 | Increased | 63.40% | 1.82% | $162.53M | 2026 Q1 |
| MANU | 9,050,387 | $16.82 | Increased | 0.76% | 1.70% | $152.23M | 2026 Q1 |
| AQN | 19,641,661 | $6.14 | Increased | 23.37% | 1.35% | $120.6M | 2026 Q1 |
| OMC | 1,104,945 | $75.31 | Increased | 1.53% | 0.93% | $83.21M | 2026 Q1 |
| XRAY | 6,386,815 | $11.6 | Increased | 21.08% | 0.83% | $74.09M | 2026 Q1 |
| DIS | 654,369 | $96.38 | Increased | 17.34% | 0.71% | $63.07M | 2026 Q1 |
| SMG | 962,642 | $60.81 | Buy | 100.00% | 0.66% | $58.54M | 2026 Q1 |
| FSLR | 271,480 | $197.26 | Increased | 7.92% | 0.60% | $53.55M | 2026 Q1 |
| WEX | 337,724 | $153.04 | Increased | 0.28% | 0.58% | $51.69M | 2026 Q1 |
| RLI | 872,033 | $57.04 | Increased | 133.68% | 0.56% | $49.74M | 2026 Q1 |
| FDS | 225,047 | $216.99 | Increased | 79.41% | 0.55% | $48.83M | 2026 Q1 |